Find a Financial Advisor in Provo, UT

 

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We Only Work With The Best Provo Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Provo, UT


  • Financial Advisor Close to Provo, UT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Provo, UT


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Provo, UT

We evaluated over 13,000 RIA firms to bring you the best of the best Provo financial advisors.
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How Retirement-Friendly is Provo, UT?

  • Population: 116,403
  • % of Population 62 Years and Over: 7.4%
  • Average Home Value: $266,400
  • Average Monthly Housing Cost: $938
  • Average Household Income: $69,265
  • Utah Total Tax Burden: 8.29% (24th Lowest in U.S.)
  • Utah Property Tax: 2.30% (13th Lowest in U.S.)
  • Utah Individual Income Tax: 2.73% (12th Highest in U.S.)
  • Utah Sales and Excise Tax: 3.26% (22nd Lowest in U.S.)



The Top Financial Advisor Firms in Provo, UT

 

RIGGS CAPITAL MANAGEMENT, LLC

Website

(801) 221-7923

5132 N. 300 W. #260

Provo, UT 84604

SEC#: 801-64363
Years in Business: 16 years

TOWNSQUARE CAPITAL, LLC

Website

(385) 375-8650

5314 River Run Drive
Suite 210
Provo, UT 84604

SEC#: 801-110591
Years in Business: 4 years

PARAGON WEALTH MANAGEMENT

Website

(801) 375-2500

3651 North 100 East
Suite 275
Provo, UT 84604

SEC#: 801-45326
Years in Business: 28 years

B.O.S.S. RETIREMENT ADVISORS, LLC

Website

(801) 990-5055

180 N. University Ave, Suite 150

Provo, UT 84601

SEC#: 801-117974
Years in Business: 1 years

TOWNSQUARE CAPITAL, LLC

Website

(801) 471-0160

5314 River Run
Suite 300
Provo, UT 84604

SEC#: 801-110591
Years in Business: 4 years

TOWNSQUARE CAPITAL, LLC

Website

(801) 225-5555

101 N University Ave
Suite 200
Provo, UT 84601

SEC#: 801-110591
Years in Business: 4 years

B.O.S.S. RETIREMENT ADVISORS, LLC

Website

(801) 990-5055

180 N. University Ave, Suite 150

Provo, UT 84601

SEC#: 801-117974
Years in Business: 1 years

B.O.S.S. RETIREMENT ADVISORS, LLC

Website

(801) 990-5055

180 N. University Ave, Suite 150

Provo, UT 84601

SEC#: 801-117974
Years in Business: 1 years

B.O.S.S. RETIREMENT ADVISORS, LLC

Website

(801) 990-5055

180 N. University Ave, Suite 150

Provo, UT 84601

SEC#: 801-117974
Years in Business: 1 years

 


Provo, UT Financial Advisor FAQs

A financial advisor should be well-versed in the personal finance arena, knowledgeable about specific issues that may arise in your life (pending major purchase, paying for retirement) and offer solutions that correspond to your current needs. Your advisor should guide you through important financial decisions with an eye towards tomorrow, not just today.
A financial advisor's cost will vary depending on what type of services are needed. Financial advisors usually charge either an hourly fee or a flat annual fee for certain services.
Financial advisors get paid a variety of ways, including a fee-based system or performance from clients. Advises may also take what is referred to as an hourly rate. The hours range from 2-10 per hour, and this pay often comes in the form of a monthly salary. In some cases advisors may charge an annual retainer fee which can be billed annually or monthly.
A financial advisor is the person who will work with you to ensure your money is in order. Whether its investments, retirement, insurance or anything else related finances, a financial advisor will steer you in the right direction.